Mason Investment Advisory Services, Inc. American Centy ETF Tr Avantis Transaction History
Mason Investment Advisory Services, Inc.
- $1.71 Trillion
- Q3 2024
A detailed history of Mason Investment Advisory Services, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 2,346,677 shares of AVDV stock, worth $150 Million. This represents 9.69% of its overall portfolio holdings.
Number of Shares
2,346,677
Previous 2,352,747
0.26%
Holding current value
$150 Million
Previous $153 Billion
8.53%
% of portfolio
9.69%
Previous 9.46%
Shares
8 transactions
Others Institutions Holding AVDV
# of Institutions
375Shares Held
78.4MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.1 Billion1.25% of portfolio
-
Savant Capital, LLC8.92MShares$571 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$405 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$165 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$161 Million4.07% of portfolio